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CIK: 0001781942
Total reported value
$826.1M
$826.1M
118 檔
43.2%
During the Q1 2026 filing period, Meridian Wealth Partners, LLC (CIK: 0001781942) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $826.1M across 118 reported positions.
In Q1 2026, Meridian Wealth Partners, LLC displayed an active expansion posture, initiating 13 new positions and adding to 58 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 12.85% | -0.93% | +4.20% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 12.70% | -0.07% | -4.28% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 12.32% | +0.39% | +2.78% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-Other | 6.91% | +0.19% | +3.44% | |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 4.26% | +0.08% | +3.90% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.23% | +0.35% | +5.03% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.97% | -0.20% | -3.66% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.96% | -0.07% | +3.29% | |
| 9 | MBB | Ishares Mbs ETF | ETF-Other | 3.65% | -0.25% | +4.50% | |
| 10 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 3.63% | +0.49% | +1.38% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.17% | +0.12% | +2.89% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.99% | +0.06% | +2.38% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.75% | +0.02% | +1.99% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 2.50% | -0.51% | -0.74% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.41% | -0.17% | +2.20% | |
| 16 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.81% | -0.11% | +4.33% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.31% | -0.03% | +1.45% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.29% | +0.10% | -0.01% | |
| 19 | PPG | Ppg Industries Inc | Stock-Materials | 1.16% | -0.01% | -1.96% | |
| 20 | SUB | Ishares Short-term National | ETF-Other | 1.02% | -0.23% | -1.09% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.99% | +0.04% | -3.86% | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.68% | +0.02% | +6.52% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | — | -1.96% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | +0.03% | +10.82% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | -0.03% | +4.73% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.31% | -0.01% | -5.81% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | +0.01% | +25.65% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.28% | -0.03% | — | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.26% | +0.58% | +4.26% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.25% | -0.03% | -0.59% | |
| 31 | NVR | Nvr Inc | Stock-Consumer Disc | 0.24% | -0.02% | — | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.02% | +10.85% | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.21% | +0.01% | +1.94% | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 0.20% | -0.03% | -0.92% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.02% | -5.82% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.19% | — | -0.31% | |
| 37 | MRBK | Meridian CORP | Stock-Other | 0.17% | -0.01% | — | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.16% | +0.02% | +4.11% | |
| 39 | TXN | Texas Instruments Inc | Stock-Tech | 0.16% | +0.06% | +0.67% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.15% | -0.01% | +1.22% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | +0.01% | +3.11% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.14% | -0.03% | — | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.14% | -0.01% | -1.76% | |
| 44 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.13% | +0.02% | -1.56% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.13% | -0.04% | +1.92% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-Other | 0.11% | +0.01% | -4.85% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | — | -0.53% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.11% | -0.01% | +32.65% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.10% | +0.02% | +1.56% | |
| 50 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 0.10% | -0.10% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +0.4% | +4.20% | Add |
| 2 | IXUS | Ishares Core Intl Stock ETF | +0.2% | +3.29% | Add |
| 3 | VLUE | Ishares Msci USA Value Facto | +0.2% | +1.38% | Add |
| 4 | IEMG | Ishares Core Msci Emerging | +0.1% | +1.99% | Add |
| 5 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +2.20% | Add |
| 6 | MBB | Ishares Mbs ETF | +0.1% | +4.50% | Add |
| 7 | SCHO | Schwab Short-term US Treas | +0.1% | +4.33% | Add |
| 8 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +3.90% | Add |
| 9 | DFAS | Dimensional US Small Cap ETF | +0.1% | +6.52% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | 0% | +25.65% | Add |
| 11 | JNJ | Johnson & Johnson | 0% | +32.65% | Add |
| 12 | XOM | Exxon Mobil CORP | 0% | +1.92% | Add |
| 13 | 260 | Centessa Pharmaceuticals-adr | 0% | — | Unchanged |
| 14 | QQQ | Invesco Qqq Trust Series 1 | 0% | +84.74% | Add |
| 15 | PPG | Ppg Industries Inc | 0% | -1.96% | Trim |
| 16 | TXN | Texas Instruments Inc | 0% | +0.67% | Add |
| 17 | SCHD | Schwab US Dvd Equity ETF | 0% | +1.22% | Add |
| 18 | VGT | Vanguard Info Tech ETF | 0% | +28.43% | Add |
| 19 | NVDA | Nvidia CORP | 0% | +10.82% | Add |
| 20 | MRBK | Meridian CORP | 0% | — | Unchanged |
| 21 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 22 | WMT | Walmart Inc | 0% | +4.42% | Add |
| 23 | PM | Philip Morris International | 0% | +25.61% | Add |
| 24 | COST | Costco Wholesale CORP | 0% | +9.06% | Add |
| 25 | RTX | Rtx CORP | 0% | +14.48% | Add |
| 26 | CAT | Caterpillar Inc | 0% | +3.21% | Add |
| 27 | MRK | Merck & Co. Inc. | 0% | +0.78% | Add |
| 28 | NFLX | Netflix Inc | 0% | +7.67% | Add |
| 29 | FULT | Fulton Financial CORP | 0% | — | Unchanged |
| 30 | IWM | Ishares Russell 2000 ETF | — | -0.01% | Trim |
| 31 | VXUS | Vanguard Total Intl Stock | — | +1.94% | Add |
| 32 | TMO | Thermo Fisher Scientific Inc | — | -0.71% | Trim |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | — | — | Unchanged |
| 34 | DUK | Duke Energy CORP | — | +1.62% | Add |
| 35 | VTV | Vanguard Value ETF | — | -7.10% | Trim |
| 36 | TEL | TE Connectivity plc | — | -1.60% | Trim |
| 37 | KO | Coca-cola Co/the | — | +0.96% | Add |
| 38 | BND | Vanguard Total Bond Market | — | -0.92% | Trim |
| 39 | RKLB | Rocket Lab CORP | — | +0.47% | Add |
| 40 | LOW | Lowe's Cos Inc | — | +6.74% | Add |
| 41 | ABBV | Abbvie Inc | — | +8.42% | Add |
| 42 | GE | General Electric | — | -0.14% | Trim |
| 43 | PLD | Prologis Inc | — | +3.37% | Add |
| 44 | DFUS | Dimensional US Eq Mkt ETF | — | — | Unchanged |
| 45 | CBU | Community Financial System I | — | — | Unchanged |
| 46 | GS | Goldman Sachs Group Inc | — | -1.41% | Trim |
| 47 | VIG | Vanguard Dividend Apprec ETF | — | +0.08% | Add |
| 48 | WM | Waste Management Inc | — | +0.66% | Add |
| 49 | PG | Procter & Gamble Co/the | — | -4.02% | Trim |
| 50 | CMCSA | Comcast Corp-class A | — | -0.32% | Trim |
According to official SEC Form 13F filings, Meridian Wealth Partners, LLC reported a total U.S. public equity portfolio value of $826.1M across 118 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AGG, DFAC, SCHX) accounted for 43.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
NVR
市值: $1.7M
Top Position Liquidated / Trimmed
UNH
前期市值: $257.7K
During Q1 2026, Meridian Wealth Partners, LLC's top holdings by market value included AGG (12.8%)、DFAC (12.7%)、SCHX (12.3%). The largest single position, AGG, represented 12.8% of total portfolio value.
In Q1 2026, Meridian Wealth Partners, LLC made 110 total portfolio adjustments, initiating 13 new buys, adding to 58 positions, trimming 31 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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